Design and use Apex-Defined Types as Flow variables for structured non-sObject data (HTTP callout payloads, External Service responses, complex configuration).
Scheduling Apex classes using the Schedulable interface: implementing execute(), cron expressions, System.schedule(), monitoring CronTrigger records, job limits, and job chaining…
Nonprofit Cloud vs NPSP decision and migration: choose NPSP (managed package) or Nonprofit Cloud (native), plan data migration, Account Model differences, Program Management,…
Design MFA enforcement: auto-enablement, Salesforce Authenticator rollout, exceptions, service accounts, API-only users, SSO interop, and audit.
Use when creating a new Salesforce custom object: naming the object and setting its API name, selecting optional features (Activities, Chatter, History Tracking), choosing an…
Use when running, interpreting, or acting on Salesforce Security Health Check results — reading the score, understanding risk categories, evaluating specific settings, creating or…
Use when building Screen Flows that must meet accessibility standards (WCAG 2.1 AA, Salesforce accessibility guidelines).
Patterns for reconciling Salesforce data with external systems: count-level, field-level, and record-level reconciliation, external ID upsert patterns, Change Data Capture for…
Use when configuring, troubleshooting, or choosing between Remote Action types in OmniScript or FlexCard.
Creating and integrating custom Lightning Web Components within OmniScripts: LWC override patterns, pubsub event handling, custom validation, OmniStudio data passing conventions.
Choose the right batch size, parallel/serial mode, and load window for Data Loader, Bulk API V1/V2, and custom Database.executeBatch jobs against a given object volume and…
Use when configuring access controls, sharing, or site security for authenticated or guest Experience Cloud (community) users: external OWD, Sharing Sets, Share Groups, CSP,…
Use when querying, mapping, or building against Salesforce CPQ managed-package objects (SBQQ__ namespace): Quote, QuoteLine, QuoteLineGroup, DiscountSchedule, PriceRule,…
Force or orchestrate sharing recalculation after bulk data loads, rule changes, or user/role reorgs so row access catches up with policy.
Architecture-layer guidance for securing Salesforce integrations: mTLS mutual authentication, OAuth 2.0 flow selection, API gateway placement, IP allowlisting strategy on…
Design Agentforce testing: topic coverage, action unit tests, deterministic golden sets, adversarial prompts, and regression harness.
Configure and manage Field Service Lightning inventory: ProductItem (stock at locations), ProductTransfer (stock movement), ProductConsumed (parts used on work orders),…
Use when an LWC needs a stable, typed handle to a specific DOM element it owns — focusing inputs, imperatively validating a known form field, invoking a `@api` method on a child…
@future methods: primitive-only parameters, callout=true, no chaining, 50 per transaction, error handling.
Use when designing or reviewing OmniStudio security across OmniScripts, Integration Procedures, DataRaptors, custom LWCs, Apex actions, guest-user exposure, and outbound HTTP…
Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external…
Use when Apex code must create or update metadata programmatically at runtime — custom fields, objects, picklist values, labels, or other supported types — using the Metadata…
Use when designing the architecture for AML/KYC compliance workflows on Salesforce — covering verification orchestration, third-party screening integration patterns, risk scoring…
Governance patterns for orgs where Apex triggers and record-triggered Flows both run on the same object.
Diagnose Flow failures using the Debug Log, Flow Error emails, and the Debug panel; instrument flows so production issues are triageable. NOT for Apex debugging.
Use when deploying Salesforce CPQ (Steelbrick/SBQQ) configuration between orgs — Product Rules, Price Rules, Price Actions, Price Conditions, Option Constraints, Quote Templates,…
Use when grounding an Agentforce agent with Data Cloud retrievers, DMO selection, chunking, and freshness windows.
Use when hardening the Experience Cloud guest user profile, controlling unauthenticated access to records and Apex, or investigating data exposure through guest SOQL.
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
Lifecycle management for Prompt Builder templates: version, test, promote, roll back via CMDT-backed bindings. NOT for authoring initial templates or generic prompt engineering.
Configure mTLS for Apex callouts using Named Credentials with client certificate authentication. NOT for standard TLS or API key auth.
Use when designing deployable Salesforce configuration with Custom Metadata Types, especially when choosing between CMTs, Custom Settings, and Custom Objects, protecting packaged…
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects.
Polymorphic SOQL with TYPEOF: querying Task.WhatId, Task.WhoId, ContentDocumentLink.LinkedEntityId, FeedItem.ParentId; fallback to Type filters; indexing and selectivity.
Use when designing or restructuring a Salesforce Knowledge taxonomy: Data Category Group structure, hierarchy depth, article type selection, article lifecycle governance…
Use when sending emails, in-app bell notifications, SMS, or Slack messages from Salesforce Flow. Trigger keywords: 'send email action', 'custom notification', 'bell icon', 'Send…
Strategies and tooling for large-scale data deduplication in Salesforce: tuning matching rules for high-volume orgs, batch merge jobs, third-party dedup tools (DemandTools,…
Migrating Classic Custom Buttons (Detail Page Buttons, List Buttons, Mass Action Buttons) and JavaScript Buttons to Lightning Quick Actions, Screen Flow Actions, LWC Quick…
Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight…
@TestSetup method semantics: one-time creation per test class, isolation behavior, @TestVisible, System.runAs, Test.startTest/stopTest governor reset, mixed-DML boundaries.
Use when creating, reviewing, or troubleshooting Prompt Builder templates (Field Generation, Record Summary, Sales Email, or Flex types), including grounding with merge fields,…
Configuring User Access Policies (UAP) to automatically assign or revoke permission sets and permission set groups based on user attributes.
Use when defining or reviewing baseline org hardening settings, especially Security Health Check gaps, clickjack and browser protections, CSP and CORS governance, password/session…
Govern DataRaptor field mappings to prevent runtime errors when source metadata changes: naming, versioning, and dependency tracking. NOT for DataRaptor authoring fundamentals.
Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders.
Decide whether an existing Apex trigger should be rewritten as a Flow, and execute the migration safely.
Use when embedding OmniScripts in Lightning Web Components, registering custom LWC elements inside OmniScript screens, or calling OmniScript/Integration Procedures from LWC.
Structured Salesforce code review for Apex, triggers, async, and tests before merge or deployment — governor limits, bulk-safe triggers, CRUD/FLS and sharing posture, meaningful…
Pick the right tool shape for each agent action: Apex invocable vs Flow action vs External Service vs Prompt Template vs Data Cloud retrieval.
Use when creating a new Experience Cloud site: selecting LWR vs Aura template, configuring branding and navigation, setting up a custom domain, and using Experience Builder.
Use when executing admin-level cleanup in a Salesforce org: deleting unused fields, removing inactive Flow versions, deactivating legacy automation, running Salesforce Optimizer…
System.runAs in Apex tests: user-context impersonation, mixed-DML workaround, profile/permission testing, sharing verification, FLS NOT enforced, runAs nesting limits.
Use when adding, configuring, or troubleshooting custom action buttons in the Salesforce CPQ Quote Line Editor (QLE), product configurator, or amendment/renewal screens.
ShowToastEvent in LWC: variants (success/warning/error/info), modes (dismissible/pester/sticky), message formatting, NOT supported in LWR Experience Cloud sites, alternatives…
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Use when serializing Apex objects to JSON strings or deserializing JSON responses into Apex types — especially for callout payloads, integration parsing, and controlling null…
Use when designing, reviewing, or troubleshooting Salesforce object relationships and field type choices — lookup vs master-detail, junction object modeling, indexing strategy,…
Use when designing, reviewing, or troubleshooting Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance.
Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context…
Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions.